Crew & Guest
Guestimport { Callout, Steps } from ‘nextra/components’
Manage Guest Contacts
Goal: Add and review contacts connected to a guest profile.
Before you start
- The guest must already exist.
- You must have permission to view or edit guest contact information.
- Prepare the contact name, relationship, phone number, email, and notes if needed.
Open guest contacts
Open the guest from the Guests list.
Select Guest Contacts
Open Guest Contacts.
Check existing contacts
Review the list before adding a duplicate contact.
[PLACEHOLDER: screenshot - Guest Contacts tab on a guest profile]
Add or update a contact
Use the new contact action in the Guest Contacts tab.
Enter contact information
Add the information required by your yacht process.
Save the contact
Save and confirm that the contact appears in the list.
Good practice
- Keep contacts relevant to the guest visit or emergency process.
- Avoid adding service preferences as contact notes.
- Review contacts before a guest boards if the visit depends on accurate emergency or representative information.
Result
The guest’s contacts are updated and available from the guest profile.